Kelly Walter
CincinnaƟ,OH
Summary
. Professional in finance sector with extensive expertise in loan processing and client service. Known for delivering accurate and timely loan decisions while ensuring adherence to all regulatory requirements. Strong team collaborator with focus on achieving results and adapting to changing needs.
Overview
39
39
years of professional experience
Work History
Consumer Credit Senior Loan Specialist
Fifth Third Bank
09.2021 - Current
- Process home equity loans taken by branches
- Manage incoming calls and emails from borrowers and bankers
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Collaborate with underwriters to develop comprehensive borrower profiles, leading to better-informed lending decisions.
- Once applications are approved discuss the terms and conditions with the borrower
- Have been a part of several pilots within the team.
- Mentored new hires through onboarding processes ensuring smooth integration into the team.
Mortgage Loan Processor II
Fifth Third Bank
09.2020 - 09.2021
- Kept borrowers and mortgage loan officers up to date on status of applications.
- Worked with customers via telephone to answer questions, process transactions, and resolve issues.
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
- Handled any conditions sent from underwriting departments.
- Contributed to the success of the mortgage team by providing essential support in the areas of loan documentation review, data entry, and client communication.
Consumer Credit Loan Specialist
Fifth Third Bank
08.2018 - 09.2020
- Review home equity loans to determine what documents underwriting will need for their review
- Once determined, contact the customer to review application for accuracy, request documents and go over process and set expectations regarding time frame
- Review documents once received and forward to underwriting or let customer know what else is needed
- Keep customers up to date on the status of their loan, put together appraisal disputes when applicable
- Once application is approved go over terms and conditions with customers and schedule closing with branch
- Once loan closed check for redrafts, if there are any work with branch and/or customer to obtain information needed
- Keep pipeline updated, answer status line calls.
Loan Closer
Fifth Third Bank
11.2017 - 08.2018
- Responsible for contacting customers regarding their loan applications to request information required by underwriting
- Once information received, would forward to underwriting for review
- Would keep customers up to date on their loan application
- Identified fraud and alerted the correct team
- Answered incoming calls.
Deputy Clerk
Hamilton County Auto Title
05.2014 - 10.2016
- Process applications for Ohio automotive titles, managing 60-100 per day
- Responsible for gathering and entering data with an attention to detail and deadlines
- Manage cash drawer and process financial transactions including refunds and balancing drawer daily
- Provide excellent service to the general public as well as car dealers
- Supports general office functions by filing, answering phone calls, and other clerical support as needed.
Deputy Clerk
Hamilton County Court Of Appeals
01.2013 - 05.2014
- Filed time sensitive court documents electronically and in hard copy
- Organized court cases for appeals court judges
- Performed administrative tasks such as answering phones and greeting visitors.
Mortgage Loan Processor
Various Companies (WS Mortgage, Norwest Mortgage, Principal Financial, Griffin Mortgage)
03.1986 - 12.1996
Education
High School Diploma -
Mother of Mercy High School
Cincinnati, Ohio05.1985
Skills
- Loan Documentation
- Relationship Management
- Loan Processing
- Team Player
Timeline
Consumer Credit Senior Loan Specialist
Fifth Third Bank
09.2021 - Current
Mortgage Loan Processor II
Fifth Third Bank
09.2020 - 09.2021
Consumer Credit Loan Specialist
Fifth Third Bank
08.2018 - 09.2020
Loan Closer
Fifth Third Bank
11.2017 - 08.2018
Deputy Clerk
Hamilton County Auto Title
05.2014 - 10.2016
Deputy Clerk
Hamilton County Court Of Appeals
01.2013 - 05.2014
Mortgage Loan Processor
Various Companies (WS Mortgage, Norwest Mortgage, Principal Financial, Griffin Mortgage)
03.1986 - 12.1996
High School Diploma -
Mother of Mercy High School
Similar Profiles
Scott RemalyScott Remaly
Certified Financial Consultant and Account Manager at Fifth Third BankCertified Financial Consultant and Account Manager at Fifth Third Bank
Isiah BoddieIsiah Boddie
Personal Banker II at Fifth Third BankPersonal Banker II at Fifth Third Bank
Adela DzaferovicAdela Dzaferovic
Lead Customer Service Representative at Fifth Third BankLead Customer Service Representative at Fifth Third Bank
Imani DardenImani Darden
Personal Banker I at Fifth Third BankPersonal Banker I at Fifth Third Bank
Lindy KroellLindy Kroell
Consumer Credit Loan Specialist at Fifth Third BankConsumer Credit Loan Specialist at Fifth Third Bank